Bryan Garnier - Remy Cointreau SA (RCOP.PA) RÉMY COINTREAU - SELL | EUR145(-23%) Impressive H1 EBIT growth, FY EBIT guidance lifted

Report

Bryan Garnier

Loic Morvan

RÉMY COINTREAU - SELL | EUR145(-23%) Impressive H1 EBIT growth, FY EBIT guidance lifted

RÉMY COINTREAU - SELL | EUR145(-23%)
Impressive H1 EBIT growth, FY EBIT guidance lifted

Remy Cointreau H1 sales up 27% on 2Y track
H1 EBIT doubled organically vs H1 21
FY 22 EBIT guidance lifted

25/11/2021 4 EN

Underlying

Remy Cointreau SA

See profile

Provider

Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

See profile

Analysts

Loic Morvan

Other Reports on these Companies

Bryan Garnier

RÉMY COINTREAU | NEUTRAL | EUR210 VS. EUR205 Short term upside into Q1 sales

Remy Cointreau enjoys many positive catalysts. Beyond underlying growth in the spirits markets, Remy Cointreau is well positioned through its high-end brand portfolio enabling it to outperform the premium sprits segment. We are optimistic for Q1 2022/23 sales growth as we anticipate a 20% organic revenue increase, driven by a positive effect from both volumes and value. Remy Martin (72% of group sales) should lead this growth. Furthermore, given recent weakness in the EUR, FX is set to provide be a clear tailwind for Q1 and probably for FY 2022/23. We are also quite confident in FY 2022/23 sal...

July 19, 2022 July 19, 2022 1 EN

Bryan Garnier

RÉMY COINTREAU: Confidence of the management for the current year | NEUTRAL | EUR205

RÉMY COINTREAU - NEUTRAL | EUR205 Confidence of the management for the current year 210bp EBIT margin gain in FY 2021/22 FY 2023 sales growth should be boosted by new price increase Neutral recommendation reiterated

June 2, 2022 June 2, 2022 1 EN

Bryan Garnier

RÉMY COINTREAU NEUTRAL | EUR197 FY sales in line with expectations. Strong growth in FY EBIT not quantified at this stage

º Q4 sales in line with expectations FY 21/22 EBIT set to “grow very strongly”, but management has provided no precise figures Neutral recommendation reiterated

May 2, 2022 May 2, 2022 1 EN

Median Technologies: reports Q1 2024 results

Median reconfirmed previously shared FY 2023 and reported Q1 2024 results this morning. FY 2023 sales were confirmed at EUR 22.2m representing a 7% drop vs. 2022, as iCRO business has been hampered by the COVID crisis in China. While the first three-quarter 2023 revenues were stable at ~5.6m per qu

7h / 9m 7h / 9m 1 EN

Clement Genelot

Clement Genelot

Jeronimo Martins: Q1 topping expectations; price war ongoing in Poland

With Q1 topping expectations in terms of both sales and EBITDA, notably thanks to Biedronla, we foresee a positive share price reaction this morning. But reiterated gloomy FY guidance combined with no early signs of the price war easing in Poland still suggests caution is advisable.

8h / 45m 8h / 45m 1 EN

Paul de Froment ... (+3)

Paul de Froment
Sebastián Marroquin Mérida
Thomas Mordelle

Nel: Capacity reservation agreement with Hy Stor Energy

This morning, Nel announced a multi-year capacity reservation agreement (CRA) with Hy Stor Energy, representing more than 1GW of alkaline electrolyser capacity combined over 2025/2027, for its Mississippi Clean Hydrogen Hub (MCHH) project. The project is still pending regulatory approvals, financin

8h / 57m 8h / 57m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

RÉMY COINTREAU - SELL | EUR145(-23%) Impressive H1 EBIT growth, FY EBIT guidance lifted

RÉMY COINTREAU | NEUTRAL | EUR210 VS. EUR205 Short term upside into Q1 sales

RÉMY COINTREAU: Confidence of the management for the current year | NEUTRAL | EUR205

RÉMY COINTREAU NEUTRAL | EUR197 FY sales in line with expectations. Strong growth in FY EBIT not quantified at this stage

Median Technologies: reports Q1 2024 results

Jeronimo Martins: Q1 topping expectations; price war ongoing in Poland

Nel: Capacity reservation agreement with Hy Stor Energy

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe